129
129
Jun 28, 2018
06/18
by
CNBC
tv
eye 129
favorite 0
quote 0
goldman sachs and morgan stanley the two in most focus in terms of capital return. last week, there was an interesting situation they did not do well, but they came out and said the fed has it wrong. >> this is a test that was a lot harder this year, a lot of disagreement with a lot of different companies. they just happened to make their peace with it right away >> right >> i think that's the why, what we're looking for. goldman and morgan upside could surprise we'll see, just based on the interpretation of the results. >> mike, the stocks themselves, given the sort of 5% decline in the last month >> i mean, they've obviously kind of collapsed into the announcement you'd think they are ripe to have some relief i don't think that they are declining because the market's anticipating bad news, so, yeah, you think if it's going to be a spark, it would be to the upside >> we'll have to stop for breaking news. apologies. thank you for joining us this afternoon. we'll have them back when the results of the stress tests are out. meantime, though, we've been monit monitorin
goldman sachs and morgan stanley the two in most focus in terms of capital return. last week, there was an interesting situation they did not do well, but they came out and said the fed has it wrong. >> this is a test that was a lot harder this year, a lot of disagreement with a lot of different companies. they just happened to make their peace with it right away >> right >> i think that's the why, what we're looking for. goldman and morgan upside could surprise we'll see,...
111
111
Jun 4, 2018
06/18
by
CNBC
tv
eye 111
favorite 0
quote 0
some of the research reports notably those of morgan stanley. so let's take a closer like with the chairman of henry schein mr. bergma welcome back to "mad money." i have been reading this morgan stanley research and they are concerned that the second half of the year may not be strong. concerned amazon making inroads with dental offices. the stock has been a tough one lately. >> thank you and thank you for having us on your show. we remain optimistic about henry schein we reiterated guidance for 2018, 12-15% eps growth. >> you are saying that growth that you projected when you last reported is still good, the numbers? >> we are comfortable with that, yes. so many good things that are going on in the company, the dental business is solid, the animal health business has opportunities. >> you know, i like the model, i like the diversity, animal health is one of my favorite businesses and so we felt it was a kind of, if dental slows, vet stays strong i like the mosaic but do you think the mosaic is not as good as going your separate ways? >> each o
some of the research reports notably those of morgan stanley. so let's take a closer like with the chairman of henry schein mr. bergma welcome back to "mad money." i have been reading this morgan stanley research and they are concerned that the second half of the year may not be strong. concerned amazon making inroads with dental offices. the stock has been a tough one lately. >> thank you and thank you for having us on your show. we remain optimistic about henry schein we...
78
78
Jun 30, 2018
06/18
by
CNBC
tv
eye 78
favorite 0
quote 0
. >> i'm looking at morgan stanley right now. we know the results had rang wage th - language wasn't great. it is the 52 week low. i want to think about your q 2 earnings if they cannot rally into the q 2 earnings, i think we will see new lows on all of them. if you think stocks will con to trade down into that earnings pr print. you can buy the july 44 or 48. selling one of the july on a quarter, your max risk is the $1.10. worst case scenario you're risking less than 2% of the stock price. i like the risk-reward in this trade. >> one of the things you look at for a trade like that is what the playout is and how much premium am i paying. this is slightly in the money already. so spending a $1.10, but it is part of the premium. >> and for this particular area, especially more so, and jp morgan and more cities. >> for morgan stanley and it is equally problematic. >> and not u.s. the u.s., it is global bank. >> homebuilders on shaky ground, many names plunging in the last few months they are taking 10% down they say one of these na
. >> i'm looking at morgan stanley right now. we know the results had rang wage th - language wasn't great. it is the 52 week low. i want to think about your q 2 earnings if they cannot rally into the q 2 earnings, i think we will see new lows on all of them. if you think stocks will con to trade down into that earnings pr print. you can buy the july 44 or 48. selling one of the july on a quarter, your max risk is the $1.10. worst case scenario you're risking less than 2% of the stock...
60
60
Jun 27, 2018
06/18
by
CNBC
tv
eye 60
favorite 0
quote 0
book value in morgan stanley is now $39 and change. if you just put -- what i think is a reasonable multiple on that of about 1.5 you get till about 53, $54 stock. i think there's something with deutsch bank that's causing systematic damage in our banks here. that concerns me. >> you think -- you think that's impacting the banks? >> the reason why these big money bank centers are lower is all because of european banks. the regionals until today have traded well which leads me to believe there's something else going on. >> even when the feds have said they're getting rid of these tests -- >> so much capital. >> they've never been better. >> i'm saying it could be potential systematic risk in deutsch bank. >> your heart looked like it was stucco. >> that's because our -- the last two days -- >> i know one man's who's leaving it, morgan stanley, that is, let's get to dan nathan out in san francisco. dan? >> oh, surprise. >> can we rename this game, laugh it or leave it it's laughable. the parade of bulls. the stocks do nothing but just go
book value in morgan stanley is now $39 and change. if you just put -- what i think is a reasonable multiple on that of about 1.5 you get till about 53, $54 stock. i think there's something with deutsch bank that's causing systematic damage in our banks here. that concerns me. >> you think -- you think that's impacting the banks? >> the reason why these big money bank centers are lower is all because of european banks. the regionals until today have traded well which leads me to...
91
91
Jun 29, 2018
06/18
by
CNBC
tv
eye 91
favorite 0
quote 0
goldman and morgan stanley were hit by a one-tile capitme capitl reduction due to the tax plan that was passed. db usa failed to receive a pass due to material weaknesses in capital planning of those banks that garnered approval, jpmorgan raised its dividend by 43% and acknowledged a $27 billion buyback program. wells fargo announcing the largest buyback program at 24$2. billion. citi raised its dividend by 41% to 45 cents a share. >> so there is a middle ground, almost if you get a report card, you get a "p" or a pass, or do not pass so there's a purgatory, middle ground there between yes and no? >> basically what that does, that conditional non-objection, it's a middle ground but it accomplishes the same thing as failing these tests. you can't raise your distribution you can't return more capital to how old shareholders in the form of dividends and buybacks, which accomplishes the same thing as a failing grade without the black mark on your record. that's -- according to senior fed officials we spoke with, that was the rational for giving them this middle ground. for state street they
goldman and morgan stanley were hit by a one-tile capitme capitl reduction due to the tax plan that was passed. db usa failed to receive a pass due to material weaknesses in capital planning of those banks that garnered approval, jpmorgan raised its dividend by 43% and acknowledged a $27 billion buyback program. wells fargo announcing the largest buyback program at 24$2. billion. citi raised its dividend by 41% to 45 cents a share. >> so there is a middle ground, almost if you get a...
152
152
Jun 29, 2018
06/18
by
CNBC
tv
eye 152
favorite 0
quote 0
it's are interesting that goldman sachs and morgan stanley weren't allowed to increase for the time being for the changes to the tax law didn't get the black eye of failing the stress test like deutsche bank did. >> we're watching shares of constellation. the biggest loser on the s&p down 5%. they miss at 220 versus 243. revenue is ahead, interestingly. operating margins down more than 200 basis points on shipping costs, on currency, and had a discussion about margins being the key to the earnings quarter. we'll see if it becomes a trend. >> it's been a pretty good performer. i think investors arehave a run about materials cost and margins. didn't necessarily change the long-term story but i think it was interesting the street is not giving constellation the benefit of the doubt and beer sales continue to be speck already. it was the beer margins that were disappointing and the wine and spirits sales came in light for constellation. checking shares today of walgreens after, boy, that blood bath for some of those companies in the pharmacy yesterday from cvs to rite aid. walgreens is a litt
it's are interesting that goldman sachs and morgan stanley weren't allowed to increase for the time being for the changes to the tax law didn't get the black eye of failing the stress test like deutsche bank did. >> we're watching shares of constellation. the biggest loser on the s&p down 5%. they miss at 220 versus 243. revenue is ahead, interestingly. operating margins down more than 200 basis points on shipping costs, on currency, and had a discussion about margins being the key to...
54
54
Jun 15, 2018
06/18
by
CNBC
tv
eye 54
favorite 0
quote 0
morgan stanley. >>> time for a final trades. >> yesterday you saw stock down 6% because of ad pricing. >> and stick with momentum >> and fdx, bought it. >> still in service now. >> everybody have a great weekend. see you yyou monday >>> i'm melissa lee. bracing for a trade war, president trump slapping china with massive tariffs on up to $50 billion worth of goods china says it will retaliate is getting tough on trade the right move plus the president also holding an impromptu news conference waring in on trade, ig report and immigration. and plus another key departure at the white house and sealing the deal for time warner and the ball now in disney's court in its battle with comcast over fox. who will rule the media landscape? "power lunch" starts
morgan stanley. >>> time for a final trades. >> yesterday you saw stock down 6% because of ad pricing. >> and stick with momentum >> and fdx, bought it. >> still in service now. >> everybody have a great weekend. see you yyou monday >>> i'm melissa lee. bracing for a trade war, president trump slapping china with massive tariffs on up to $50 billion worth of goods china says it will retaliate is getting tough on trade the right move plus the...
82
82
Jun 18, 2018
06/18
by
CNBC
tv
eye 82
favorite 0
quote 0
it's lower than where i bought it >> would you buy the utilities morgan stanley upgrades those today to overweight. there was a selloff because of rates mong higher. to your point and josh's point of things that have sold off, whether they present good buying opportunities, morgan stanley today suggests they are. >> i would not the principle reason is he thinks rates have peaked or are naer peak i near peaking i don't think rates haveeaked. depends on the holding pd. there's not a n side to them you have a nice coupon don't mistake a yield for protecting your down side. >> you could always find a home for defense in a portfolio i would argue and i agree with steven when you look at the valuations of cyclicals versus defensives, right now cyclicals are trading 15 times on a forward pe defensives are trading 19 times at a forward pe. defensives are actually now rich ner terms of v richer in terms of valuation we will see a significant unwind there's no reason now to move away from cyclicals. the last thing on naials, it's a topical conversation, i'm stuck in bank of america of america.
it's lower than where i bought it >> would you buy the utilities morgan stanley upgrades those today to overweight. there was a selloff because of rates mong higher. to your point and josh's point of things that have sold off, whether they present good buying opportunities, morgan stanley today suggests they are. >> i would not the principle reason is he thinks rates have peaked or are naer peak i near peaking i don't think rates haveeaked. depends on the holding pd. there's not a n...
72
72
Jun 22, 2018
06/18
by
CNBC
tv
eye 72
favorite 0
quote 0
morgan stanley. 3w4r57. >>> facebook is on a tear the last two months. shares up about 20%. what are the options traders betting on next? pete, good to see you, pal >> good to see you i'll tell you. it's pretty interesting because just a couple of days ago on facebook, we had some upside call buying aggressively as the stock was actually moving towards this 200 and above that 200 level. they are aggressively going after the august 230 calls now they're coming back again. and so we're seeing this aggr s aggressive movement in the stock. they're putting on a spread this time let's focus on the 230s. paying about $1.70 for these things this is a large trade. this is a large trade when you look at the dollar value of what's going on into this trade right now. somebody expecting over the next month, two months for this stock to actually make a nice move to the upside not just this breakout we've seen so far, but maybe something further. i'm in the august calls from the call buying just the other day so i'll be holding onto those. here's another one for you halliburt halliburton.
morgan stanley. 3w4r57. >>> facebook is on a tear the last two months. shares up about 20%. what are the options traders betting on next? pete, good to see you, pal >> good to see you i'll tell you. it's pretty interesting because just a couple of days ago on facebook, we had some upside call buying aggressively as the stock was actually moving towards this 200 and above that 200 level. they are aggressively going after the august 230 calls now they're coming back again. and so...
60
60
Jun 28, 2018
06/18
by
CNBC
tv
eye 60
favorite 0
quote 0
morgan stanley raising its dividend and buy back $4.7 billion worth of stocks. and goldman raising dividend to 6% and announcing a $5 billion buyback program. important to note goldman and morgan stanley of course received that conditional nonobjective from the fed meaning those payouts in totality should be similar to those in recent years. >> thank you for that roundup. the banks did manage to snap its longest losing streak in decades today. are these results good enough to spark the rally in the banks that wall street has been waiting for a very long time for? >> i'd like to say this is wha people have been waiting for so why wouldn't you have priced in city bank had a 2.8% dividend yield last week? which by the way, i think is pretty impressive. i think citi's the most impressive of all of them. so does this change things for the banks, no, but i'll also tell you, the banks, if you had a thesis three months ago about why you were low on banks, to me i've seen nothing that changed and i'm still bullish on the banks. >> hadthe banks been where the were six wee
morgan stanley raising its dividend and buy back $4.7 billion worth of stocks. and goldman raising dividend to 6% and announcing a $5 billion buyback program. important to note goldman and morgan stanley of course received that conditional nonobjective from the fed meaning those payouts in totality should be similar to those in recent years. >> thank you for that roundup. the banks did manage to snap its longest losing streak in decades today. are these results good enough to spark the...
164
164
Jun 27, 2018
06/18
by
CNBC
tv
eye 164
favorite 0
quote 0
morgan stanley. wlet's do it. ? ♪ come on. this summer, add a new member to the family. at the mercedes-benz summer event. lease the glc300 for $429 a month at your local mercedes-benz aler. mercedes-benz. the best or nothing. no one thought much of itm at all.l people said it just made a mess until exxonmobil scientists put it to the test. they thought someday it could become fuel and power our cars wouldn't that be cool? and that's why exxonmobil scientists think it's not small at all. energy lives here. >>> welcome back to the halftime report this is futures now. crude oil prices soaring 3% despite a decline in inventory now at its highest level since 2014 scott nations, this follows yesterday's impressive rally as well what do you make of the move. >> i think the draw we saw, at 9.9 million barrels surprised everybody. how much is that that's about the amount of crude oil that saudi arabia produced in a single day. that's a huge number you add it to what we saw yesterday with all of the iranian crude 2.2 million barrels per day coming off the market surprisingly by t
morgan stanley. wlet's do it. ? ♪ come on. this summer, add a new member to the family. at the mercedes-benz summer event. lease the glc300 for $429 a month at your local mercedes-benz aler. mercedes-benz. the best or nothing. no one thought much of itm at all.l people said it just made a mess until exxonmobil scientists put it to the test. they thought someday it could become fuel and power our cars wouldn't that be cool? and that's why exxonmobil scientists think it's not small at all....
62
62
Jun 28, 2018
06/18
by
CNBC
tv
eye 62
favorite 0
quote 0
goldman sachs and morgan stanley, their numbers will not be as strong because their capital ratios are very good they may be required to be tempering what they give back to shareholders >> so many of these banks may be oversold and look good as longer opportunities? >> i agree with you. to your point , the regional banks look really attractive if you don't believe the u.s. economy is going go into recession, it's the time to buy them >> gerard, thank you very much that xlf, there's about 70 stocks in them, but it's not a diversified etp. b big banks will move that. >>> amazon announcing a new last mile delivery service. the company will offer incentives entrepreneurs who set up their own small package delivery business. hey you, become a mini u.p.s. or fedex. amazon unveiling a dark gray van with a prime logo that it would lease to businesses. it would also provide uniforms and insurance programs for fleet operators and offer classes on taxes, payroll this is all a part of the effort of getting goods the last mile >>> and shares of chipotle are feeling heat after the ceo announced some
goldman sachs and morgan stanley, their numbers will not be as strong because their capital ratios are very good they may be required to be tempering what they give back to shareholders >> so many of these banks may be oversold and look good as longer opportunities? >> i agree with you. to your point , the regional banks look really attractive if you don't believe the u.s. economy is going go into recession, it's the time to buy them >> gerard, thank you very much that xlf,...
60
60
Jun 21, 2018
06/18
by
CNBC
tv
eye 60
favorite 0
quote 0
they are all above the required minimums, which is the crucial thing morgan stanley and goldman sachs, questions on the call, they are close to them, but above it we don't get an outright pass or fail this week that comes next week, and overall, saying the banking system seems robust, seems well-capitalized, and 35 banks tested represent 80% of the total capital in the banking system here in the u.s kelly? >> yeah, wilf, stay with us. tom, does this mean banks have too much capital what do you think -- i mean, is there -- look, that was such a severe -- squeezed down 65%. >> a 2008 scenario >> exactly >> we lived the ed through it, t do you think >> i told you for years they have too much capital. the question is how do we get it out of its system now? if you're going to limit the payout ratios to 100% of earnings, which i'm afraid - >> sounds reasonable, by the way, sounds, like, well, sure they can't pay more than they make >> raise too much capital, growing internally faster than they need, they ought -- some of the companies ought to pay out more than 100% >> that's the announceme
they are all above the required minimums, which is the crucial thing morgan stanley and goldman sachs, questions on the call, they are close to them, but above it we don't get an outright pass or fail this week that comes next week, and overall, saying the banking system seems robust, seems well-capitalized, and 35 banks tested represent 80% of the total capital in the banking system here in the u.s kelly? >> yeah, wilf, stay with us. tom, does this mean banks have too much capital what...
69
69
Jun 22, 2018
06/18
by
CNBC
tv
eye 69
favorite 0
quote 0
that's why they are trading off 1.6% for morgan stanley, and goldman sachs stopped the capital buyback plan after last week's results so it was not a surprise, but, again, barely lower. >> barely. trading down just a couple pennies. >>> up next, we'll come back with the closing countdown >> yes and after the bell, ups averting a major strike we told you about that we'll have the latest and what it means for the company coming up on the "closing bell. what about him? let's do it. ♪ come on. this summer, add a new member to the family. at the mercedes-benz summer event. lease the glc300 for $429 a month at your local mercedes-benz dealer. mercedes-benz. the best or nothing. introducing e*trade personalized investments professionally managed portfolios customized to help meet your financial goals. you'll know what you're invested in and how it's performing. so you can spend more time floating about on your inflatable swan. [ding] >>> welcome back to the "closing bell," four minutes to go this friday afternoon, dow up 262 points, ending that eight day losing streak it had gains for all t
that's why they are trading off 1.6% for morgan stanley, and goldman sachs stopped the capital buyback plan after last week's results so it was not a surprise, but, again, barely lower. >> barely. trading down just a couple pennies. >>> up next, we'll come back with the closing countdown >> yes and after the bell, ups averting a major strike we told you about that we'll have the latest and what it means for the company coming up on the "closing bell. what about him?...
68
68
Jun 21, 2018
06/18
by
CNBC
tv
eye 68
favorite 0
quote 0
stanley and morgan stanley would kill to have ken's return >> there you go. what's the fifth stock >> caller: and then mountain -- micron >> i'm all over it let's go to work here. okay weight watchers. as she said. description. moelis micron dexcom what can i say i think we should go to amanda in louisiana >> caller: booyah, jim >> booyah. >> caller: hey, thank you for your mentorship, jim i love your show this is my third time calling. jim i'm 45 here is my portfolio canopy growth corporation. iq mastercard, teledock twitter. am i diversified >> oh boy. we have -- i have to tell you i'm just going make a sweeping generalization that there is way too much beta. you got a lot of stocks that are going to fluctuate up and down i understand this is not as blue chip a portfolio as i like to see. iq being typical this is an asian company it's been shot out of the cannon i'm getting nervous about it teledock i like the technology mastercard doing a fantastic job there. twitter we threw it out the other day but that is okay in this portfolio because it is not going t
stanley and morgan stanley would kill to have ken's return >> there you go. what's the fifth stock >> caller: and then mountain -- micron >> i'm all over it let's go to work here. okay weight watchers. as she said. description. moelis micron dexcom what can i say i think we should go to amanda in louisiana >> caller: booyah, jim >> booyah. >> caller: hey, thank you for your mentorship, jim i love your show this is my third time calling. jim i'm 45 here is my...
139
139
Jun 29, 2018
06/18
by
CNBC
tv
eye 139
favorite 0
quote 0
in effect morgan stanley and goldman sachs faced the same fate theyreceived a conditional nonobjection by the fed, so those two firms are limited in the amount of buybacks and dividends they can distribute to levels from previous years the fed found the new tax law created a one-time height to the v hit to the value of their portfolios the fed put them in this middle ground area. state street, too received a conditional nonobjection three nonobjections is a record as are six so-called mulligans or banks who had to make adjustments to their original capital distributions and resubmit them. this is widely seen as the toughest stress test in the eight years it's been around much of the banks are rallying this morning, especially deutsche bank, which was up 3% today. >> when you talk about the toughest stress tests, they set it up against 10% inflation, unemployment -- >> it's actually absurd the numbers they got these financial crisis happen every 70 years, and they had one worse than we actually ever had. >> goldman sachs said they were hoping to convince the fed that their numbers were
in effect morgan stanley and goldman sachs faced the same fate theyreceived a conditional nonobjection by the fed, so those two firms are limited in the amount of buybacks and dividends they can distribute to levels from previous years the fed found the new tax law created a one-time height to the v hit to the value of their portfolios the fed put them in this middle ground area. state street, too received a conditional nonobjection three nonobjections is a record as are six so-called mulligans...
90
90
Jun 5, 2018
06/18
by
CNBC
tv
eye 90
favorite 0
quote 0
morgan stanley this is where i trade and manage my portfolio. since i added futures, i have access to the oil markets and gold markets. okay. i'm plugged into equities - trade confirmed - and i have global access 24/7. meaning i can do what i need to do, then i can focus on what i want to do. visit learnfuturestoday.com to see what adding futures can do for you. >>> we're back jon najarian at the telestrator at a look at what's moving in the augzs market >> i have one that's breaking out. as you have been talking about from the top of the show on, i l to keep my mouth shut, iwn, the russell 2,000. it's up a nickel so far today, but as it hits that new high, take a look at the calls they're buying they're buying them in big numbers too. they were buying upside calls, judge, i don't have that option chart, i'm sorry they were buying big calls these were out there in i believe august i'll probably be in these in the neighborhood of a month. i like the breakout. i think it continues second one, real quick take a look at what's going on in thione. mi
morgan stanley this is where i trade and manage my portfolio. since i added futures, i have access to the oil markets and gold markets. okay. i'm plugged into equities - trade confirmed - and i have global access 24/7. meaning i can do what i need to do, then i can focus on what i want to do. visit learnfuturestoday.com to see what adding futures can do for you. >>> we're back jon najarian at the telestrator at a look at what's moving in the augzs market >> i have one that's...
52
52
Jun 8, 2018
06/18
by
CNBC
tv
eye 52
favorite 0
quote 0
morgan stanley mom and it's not theirs,r. it's mine. the new rx 350l with 3 rows for 7 passengers. lease the 2018 rx 350l and rx 350l awd for these terms. experience amazing at your lexus dealer. need a change of scenery? the kayak price forecast tool tells you whether to wait or book your flight now. so you can be confident you're getting the best price. giddyup! kayak. search one and done. ♪ how do you know you made the right call... ...you just do. the light beer you've been waiting for has arrived. lower carbs. lower calories. higher expectations. corona premier. i'm jackie deangelis this is futures now. copper is tracking for its best week since february trading near its highest level of the year. jim, you pointed out this comes amid ongoing disruptions at the world's largest copper mine in chile. are you buying this? >> no, i think it's already priced in. when the story broke at the chilean mine -- it's not insignificant at all but the issue i have is that the market prices in the worst case scenario right off the bat i think that's why we have this run. i think it's going
morgan stanley mom and it's not theirs,r. it's mine. the new rx 350l with 3 rows for 7 passengers. lease the 2018 rx 350l and rx 350l awd for these terms. experience amazing at your lexus dealer. need a change of scenery? the kayak price forecast tool tells you whether to wait or book your flight now. so you can be confident you're getting the best price. giddyup! kayak. search one and done. ♪ how do you know you made the right call... ...you just do. the light beer you've been waiting for...
133
133
Jun 6, 2018
06/18
by
CNBC
tv
eye 133
favorite 0
quote 0
morgan stanley halftime report. i'm courtney reagan. check out shares of tesla, hitting highs not seen since february of 2016 as tesla holds its annual shareholder meeting and elon musk says that it is close to hitting its weekly production goals of 5,000 model 3 teslas by the end of the month that would be a weekly goal that it has struggled to meet thus far. you can see shares of tesla are higher by 7% scott, back over to you. >> thanks so much. as i mention said, pete is over at the telestrator with some unusual activity the bulls are betting on a hotel stock today. >> yep >> you're in position now? >> i am. here i am, scott i was talking to jason, our producer >> a nice shimmy >> linebacker days coming back at me. >> still have the quick feet >> not as quick. we're looking at hilton. here's why back in april, we the unusual activity also in hilton. stock was trading around $79 went up to about $82 we sold calls against that and took us out of our position. i was out of it by about the end of may or towards the middle of may. they're
morgan stanley halftime report. i'm courtney reagan. check out shares of tesla, hitting highs not seen since february of 2016 as tesla holds its annual shareholder meeting and elon musk says that it is close to hitting its weekly production goals of 5,000 model 3 teslas by the end of the month that would be a weekly goal that it has struggled to meet thus far. you can see shares of tesla are higher by 7% scott, back over to you. >> thanks so much. as i mention said, pete is over at the...
124
124
Jun 25, 2018
06/18
by
CNBC
tv
eye 124
favorite 0
quote 0
. >> estee lauder lower today after the stock was downgraded to equal weight at morgan stanley. >> they had a great call they have been on since 2012 you can never fault an analyst for taking profits i like it long term. a pretty unique franchise, great company, but unquestionably, had it a great run i think if you own it, it's a point of conversation we had, you don't sell it. >> this is one of the premier companies that it's hard to buy because it always trades at a premier valuation. kind of like ulta on the retail side there are times you get to buy it, but very few and far between. >> it's been a volatile year for energy stocks. one of the biggest laggards of the day. we'll debate the space when "the halftime report" returns in two nus. let's get started. show of hands. who wants customizable options chains? ones that make it fast and easy to analyze and take action? how about some of the lowest options fees? are you raising your hand? good then it's time for power e*trade the platform, price and service that gives you the edge you need. alright one quick game of rock, paper, sciss
. >> estee lauder lower today after the stock was downgraded to equal weight at morgan stanley. >> they had a great call they have been on since 2012 you can never fault an analyst for taking profits i like it long term. a pretty unique franchise, great company, but unquestionably, had it a great run i think if you own it, it's a point of conversation we had, you don't sell it. >> this is one of the premier companies that it's hard to buy because it always trades at a premier...
87
87
Jun 8, 2018
06/18
by
CNBC
tv
eye 87
favorite 0
quote 0
morgan stanley plots a path to the $1 trillion market cap, building out the netflix of gaming >>> we want to hear from y, ou reach us on twitter, facebook, or e-mail. like your thoughts like your thoughts we're back after this.at's amaz. it's a pretty big deal. so i can trade all night long? ♪ ♪ all night long... is that lionel richie? let's reopen the market. chie, would you ring the 24/5 bell? sure can, jim. ♪ trade 24/5, with td ameritrade. ♪ >>> apple is taking a dip today, one of the worst performers in the dow, in fact, nikkei reported they are cutting orders for the new iphone for parts bit 20%, joining us is ed lee. congratulations. >> thank you very much >> maxim group downgraded apple from buy to hold last week piling on, ed, now supplies -- >> yet another supply note, right. i wouldn't put too much stock in the one note there's, you never know, they tend to go either way. apple diverse fied the supply chain enough so you are not entirely sure what this one indication might mean. it could mean the stock sales or no, nothing, what you might expect, and we've seen tha
morgan stanley plots a path to the $1 trillion market cap, building out the netflix of gaming >>> we want to hear from y, ou reach us on twitter, facebook, or e-mail. like your thoughts like your thoughts we're back after this.at's amaz. it's a pretty big deal. so i can trade all night long? ♪ ♪ all night long... is that lionel richie? let's reopen the market. chie, would you ring the 24/5 bell? sure can, jim. ♪ trade 24/5, with td ameritrade. ♪ >>> apple is taking a...
129
129
Jun 26, 2018
06/18
by
CNBC
tv
eye 129
favorite 0
quote 0
stanley speaking of the banks, sue >> there's a new board -- election to the board of morgan stanley, mary schapiro elected to the board, right now, the vice chair of promissory advisory board, part of the promissory financial group you know better as the first chairwoman of the u.s. securities and exchange commission she also has extensive experience at the tftc, but she's been elected to the morgan stanley board. kelly, back to you >> all right, sue, thank you >>> up next, how one 23-year-old woman is closing the gender back in the new york stock exchange meet the youngest currency floor trader when we come back e tool shows you the places you can fly on your budget. so you can be confident you're getting the most bang for your buck. alo-ha. kayak. search one and done. [ horn honking ] [ engine revving ] what's that, girl? [ engine revving ] flo needs help?! [ engine revving ] take me to her! ♪ coming, flo! why aren't we taking roads?! flo. [ horn honking ] -oh. you made it. do you have change for a dollar? -this was the emergency? [ engine revving ] yes, i was busy! -24-hour roa
stanley speaking of the banks, sue >> there's a new board -- election to the board of morgan stanley, mary schapiro elected to the board, right now, the vice chair of promissory advisory board, part of the promissory financial group you know better as the first chairwoman of the u.s. securities and exchange commission she also has extensive experience at the tftc, but she's been elected to the morgan stanley board. kelly, back to you >> all right, sue, thank you >>> up...
42
42
tv
eye 42
favorite 0
quote 0
morgan stanley came out with the statement. when the allegations came out, the bank essentially fired him. there were stories out there in the "new york times," and other places that coincided with a claim of sexual misconduct, something that harold ford, a guy i know for a long time, denied. then this is what happened jo a four-year-old claim, correct? >> four-year-old claim. i'm not disparaging the person who made the claim, i'm laying out the facts, or harold here. morgan stanley came out with a settlement that included a same that harold was not ousted for sexual misconduct, that he left for other reasons. there was a lot of issues with harold and the bank, including the fact his mentor, greg fleming, was out too, and a lot of run-ins with others. leave that as an aside. harold is a smart, good guy, or good rainmaker. he gets that statement now here's how we advance the story. i found this out recently. not only did morgan stanley make the statement. they gave him a monetary settlement. they paid him money, that reflected p
morgan stanley came out with the statement. when the allegations came out, the bank essentially fired him. there were stories out there in the "new york times," and other places that coincided with a claim of sexual misconduct, something that harold ford, a guy i know for a long time, denied. then this is what happened jo a four-year-old claim, correct? >> four-year-old claim. i'm not disparaging the person who made the claim, i'm laying out the facts, or harold here. morgan...
86
86
Jun 5, 2018
06/18
by
CNBC
tv
eye 86
favorite 0
quote 0
morgan stanley did downgrade carnival cruise line due to a slowdown in cruises due tohurrir fuel costs that's certainly a and ifinterested, finally, in what's going on with investors and trading in general, watch tomorrow morning, 10:20, we're going to have an exclusive interview with the chairman of the s.e.c., jay clayton. he'll be appearing at the global ange kvs a'll be talking to him and this will be his first live interview since becoming the head of the s.e.c more than a year ago we'll talk about trading and investor protections and even bitcoin a little and what they've got in store for that particular cryptocurrency. >> thanks, bob >>> tech pushing the nasdaq to fresh all-time highs and tech leaders like apple and microsoft just a few of the names hitting 52-week highs. twitter's also on the move so with some of the tech stocks reaching all-time highs, what do you do do you still get in? let's bring in brian white hey, brian, good to see you. >> hi, michelle. >> do you see this article in the "journal" today where they said value investors are just throwing in the towel and no
morgan stanley did downgrade carnival cruise line due to a slowdown in cruises due tohurrir fuel costs that's certainly a and ifinterested, finally, in what's going on with investors and trading in general, watch tomorrow morning, 10:20, we're going to have an exclusive interview with the chairman of the s.e.c., jay clayton. he'll be appearing at the global ange kvs a'll be talking to him and this will be his first live interview since becoming the head of the s.e.c more than a year ago we'll...
89
89
Jun 14, 2018
06/18
by
CNBC
tv
eye 89
favorite 0
quote 0
. >> you sounded concerned about morgan stanley. >> yeah, i mean, i think what it comes to the ccar, the equities markets are down that's going to hit the brokers at morgan stanley and goldman sachs more so than the pure banks. the morgan stanley goldman sachs is the area i'm more concerned about payouts versus what the streets are expecting. >> jeff, thanks. >>> to housing now the number of people applying for a mortgage dropping as rates turn higher again. this comes on the back of a new report showing homes are selling at a breakneck pace. we're here with all the number and the fallout from the fed >> well, homes are still flying off the shelves as you've said the average home sold in may went under contract in 34 days that's a new record, breaking april's pace of 36 days. that is according to red fin which began cutting this in 2010 homes are selling so quickly because there are so few for sale more homes did come on the market in may. it was not enough to boost supply total supply still down 5% compared to a year ago the shortage of listings is, of course, heating up prices yet
. >> you sounded concerned about morgan stanley. >> yeah, i mean, i think what it comes to the ccar, the equities markets are down that's going to hit the brokers at morgan stanley and goldman sachs more so than the pure banks. the morgan stanley goldman sachs is the area i'm more concerned about payouts versus what the streets are expecting. >> jeff, thanks. >>> to housing now the number of people applying for a mortgage dropping as rates turn higher again. this...
29
29
Jun 18, 2018
06/18
by
BLOOMBERG
tv
eye 29
favorite 0
quote 0
hence, morgan stanley sees a potential upside for the ftse at 10%. they were going for long european stocks for the ftse 100, given the use of the words cheaper evaluation and a more attractive strategy. i love the chart. it is showing the gap of the ftse 100 and the s&p 500. -- for thee ftse and s&p. overseas investors, morgan stanley said, should still hedge the foreign currency exposure for long-term uncertainty, as the brexit continues to weigh on the valuation multiples investors are willing to pay despite the week boosting earnings for many companies. it comes as the brexit bill goes back to law today. ignore the fact that the u.k. stocks are unloved, and start buying them. guest, tv is where you'll find that. yes, i guess as much as it pains me because you are front and enter when it comes to the w cu p challenge, my brexit is destroyed but yours is intact. mark: it is never too late. you will rise through the ranks and supplant me. i am not sure i can get there. you are the winner. a very highly recommended runner-up. i am not sure ichec
hence, morgan stanley sees a potential upside for the ftse at 10%. they were going for long european stocks for the ftse 100, given the use of the words cheaper evaluation and a more attractive strategy. i love the chart. it is showing the gap of the ftse 100 and the s&p 500. -- for thee ftse and s&p. overseas investors, morgan stanley said, should still hedge the foreign currency exposure for long-term uncertainty, as the brexit continues to weigh on the valuation multiples investors...
76
76
Jun 26, 2018
06/18
by
CNBC
tv
eye 76
favorite 0
quote 0
morgan stanley this is no ordinary coffee. it's single-origin kenyan coffee from the nyeri highlands, 6,000 feet above sea level. but how do you really know that the beans journeyed to the port of mombasa and across the pacific? that you can trust they're 100% authentic? ibm blockchain. a smart way to track every step, ensuring this coffee did indeed come from 6,000 feet above sea level. and not a foot lower. ♪ ♪ welcome back to "squawkbox." joining house is michael ho holestein. good morning to you. you saw some of these tech names really get clobbered what is your sense of what is going to happen today? >> well, we think any time you're making an investment decision based off mixed messages coming out of the white house, it's maybe not the most prudent strategy from an investment standpoint. we take a more bottoms up view we think the fundamentals of the sub sectors and the companies, specifically the ones i cover in the large cap world of amazon, apple, and netflix remains strong we think it will prove to be a buying op
morgan stanley this is no ordinary coffee. it's single-origin kenyan coffee from the nyeri highlands, 6,000 feet above sea level. but how do you really know that the beans journeyed to the port of mombasa and across the pacific? that you can trust they're 100% authentic? ibm blockchain. a smart way to track every step, ensuring this coffee did indeed come from 6,000 feet above sea level. and not a foot lower. ♪ ♪ welcome back to "squawkbox." joining house is michael ho holestein....
98
98
Jun 11, 2018
06/18
by
CNBC
tv
eye 98
favorite 0
quote 0
we knew the cruise stock where is pull verrizing after morgan stanley. now the stock ofthis once popular groups have stabilizes typically, the analyst keep out of their foxhole and say, ahh, i can say something. and another example is eli lilly, not long ago, it was the clown of the game. lately, it has been sneaking up for no good reason, jpmorgan couldn't resist. saying lilly was one of the best positions of the group could have been done points ago. lilly has many different assets. even though diabetes franchise is challenged, it is now regarded as adverse. jpmorgan where were you in 76. okay, you don't wanto sell an under performer like allergen if something strikes. a letter from elliott manager talking about how it should unlock values. on that letter, what do you think happened how about a 15% surge. can u imagine if you sold sempra friday. and that bid looks like more and more it could succeed given that athena ceo resigned. i can tell you that running a full day corporate conference last thursday, you might want to assume might be getting target
we knew the cruise stock where is pull verrizing after morgan stanley. now the stock ofthis once popular groups have stabilizes typically, the analyst keep out of their foxhole and say, ahh, i can say something. and another example is eli lilly, not long ago, it was the clown of the game. lately, it has been sneaking up for no good reason, jpmorgan couldn't resist. saying lilly was one of the best positions of the group could have been done points ago. lilly has many different assets. even...
163
163
Jun 22, 2018
06/18
by
CNBC
tv
eye 163
favorite 0
quote 0
morgan stanley >>> this market better be careful what it wishes for or the buyers better reset the algorithm. right now it looks like the bulls hope oil will go higher. in three weeks that is exactly the opposite of what it wants to here so the price of crude spiked and bizarrely enough that caused the stock market to rally. if they don't tear down their own tariff barriers. still we managed to recover most have our gains as we head into earning season next month, three things that worry me one, sawing revenue in the end or at least the pause. the stronger dollar which is a different story from the last quarter. and three, rising raw cost from tariffs and higher oil prices. oil was the only one that i thought could swing in our favor. which would save the major oil for consumers, it would save them a fortune save the producers a fortune but that is not what happened. president trump tweeted that he wanted a bigger production boost but he didn't get it i shouldn't have to spell this stuff out. yet somehow the stock market bulls were cheered by higher which is just stupid back then, we wanted
morgan stanley >>> this market better be careful what it wishes for or the buyers better reset the algorithm. right now it looks like the bulls hope oil will go higher. in three weeks that is exactly the opposite of what it wants to here so the price of crude spiked and bizarrely enough that caused the stock market to rally. if they don't tear down their own tariff barriers. still we managed to recover most have our gains as we head into earning season next month, three things that...
66
66
Jun 18, 2018
06/18
by
CNBC
tv
eye 66
favorite 0
quote 0
morgan stanley. with the new chase ink business unlimited card i get unlimited 1.5% cash back. it's so simple, i don't even have to think about it. so i think about the details. fine, i obsess over the details. introducing chase ink business unlimited with unlimited 1.5% cash back on every purchase. >>> i'd never imagine i would spend so much time talking about marijuana. it is becoming big business and that is something that i do know well last night a firm called medmen, a publicly traded company in canada a major player in america's budding pot industry operating innew york, nevada they grow it but best known for its retail the apple of weed. let's take a closer look with adam beerman, the company founder and ceo of medmen enterprises. and the incredible growth of the industry good to see you. have a seat. so first, california, new york, and nevada. >> and now florida. >> can we buy it yet in florida? >> medical only. you mentioned the four most important medical markets on planet earth today eight and a half years into this have been hyperfocused on controlling the retail a
morgan stanley. with the new chase ink business unlimited card i get unlimited 1.5% cash back. it's so simple, i don't even have to think about it. so i think about the details. fine, i obsess over the details. introducing chase ink business unlimited with unlimited 1.5% cash back on every purchase. >>> i'd never imagine i would spend so much time talking about marijuana. it is becoming big business and that is something that i do know well last night a firm called medmen, a publicly...
53
53
Jun 27, 2018
06/18
by
CNBC
tv
eye 53
favorite 0
quote 0
. >>> facebook is banning drones, reversing its ban on crypto currency ads >>> around morgan stanley is adding maria shapiro to its board. >> thank you very much. >>> all right, your money. good morning drew mattis is joining us. drew, this is a trade war, trade tussle, whatever you want to call it dominated market, okay, every headline shakes stocks what is going to be something that can shake us out of this little funk that we have been in. >> that's a good question. it would be nice to have a few days where nothing happens >> you have been invading my dreams. >> i'm not sure what to say abouthat but, you know, if you look at the fundamentals, you look at payrolls and claims, all the data is pointing to a very healthy economy in the u.s. for a long period of time. that could be encouraging people to be a little bit more aggressiven their stances because if you think you have this strong hand then you want to play it. >> i hear you. all the numbers and the conversations are on your side it's beginning to feel more like an emotional market, a market driven by the headlines. >> it is
. >>> facebook is banning drones, reversing its ban on crypto currency ads >>> around morgan stanley is adding maria shapiro to its board. >> thank you very much. >>> all right, your money. good morning drew mattis is joining us. drew, this is a trade war, trade tussle, whatever you want to call it dominated market, okay, every headline shakes stocks what is going to be something that can shake us out of this little funk that we have been in. >> that's a...
81
81
Jun 8, 2018
06/18
by
CNBC
tv
eye 81
favorite 0
quote 0
morgan stanley benjamin franklin capturedkey lightening in a bottle. over 260 years later, with a little resourcefulness, ingenuity, and grit, we're not only capturing energy from the sun and wind, we're storing it. as the nation's leader in energy storage, we're ensuring americans have the energy they need, whenever they need it. this is our era. this is america's energy era. nextera energy. ♪ >>> how the heck do cramer fave five below shoot into the str stratosphere five below, which is a retail chain where everything is, you got it, five bucks or less see? five bucks i mean like sleigh okay i issued some amazing guidance in this conference call. i told you it would have a five quarter. but even i didn't know how strong it would be better to be lucky than good rarely enough to send a stock up more than 20%. last night it was a $5.5 billion company and didn't get a take-over bid. added billion dollars of value in 24 hours. why? something changed yesterday. it wasn't just the quarter or at least not by itself. these results were a wake up call for wa
morgan stanley benjamin franklin capturedkey lightening in a bottle. over 260 years later, with a little resourcefulness, ingenuity, and grit, we're not only capturing energy from the sun and wind, we're storing it. as the nation's leader in energy storage, we're ensuring americans have the energy they need, whenever they need it. this is our era. this is america's energy era. nextera energy. ♪ >>> how the heck do cramer fave five below shoot into the str stratosphere five below,...
73
73
Jun 26, 2018
06/18
by
CNBC
tv
eye 73
favorite 0
quote 0
morgan stanley no one thought much of itm at all.l peopleput it to the test.a messs they thought someday it could become fuel and power our cars wouldn't that be cool? and that's why exxonmobil scientists think it's not small at all. er lives her our phones are more than just phones.up! they're pocket-sized personal trainers. last minute gift finders. [phone voice] destination ahead. and discoverers of new places. it's the internet in your hand. that's why xfinity mobile can t which could save you $400 or more a year. it's a new kind of network designed to save you money. click, call, or visit a store today. >>> tonight we are talking generational investing how to handle your finances depending on whether you are old or young or somewhere in between. the rules in this game can be totally different depending on what age you are nobody would expect a retiree put all of his or her money in highly risk stocks just because some of this may sound straightforward doesn't necessarily mean it is obvious or standard which is why i am talking the time to go over the important differences depending
morgan stanley no one thought much of itm at all.l peopleput it to the test.a messs they thought someday it could become fuel and power our cars wouldn't that be cool? and that's why exxonmobil scientists think it's not small at all. er lives her our phones are more than just phones.up! they're pocket-sized personal trainers. last minute gift finders. [phone voice] destination ahead. and discoverers of new places. it's the internet in your hand. that's why xfinity mobile can t which could save...
46
46
Jun 13, 2018
06/18
by
CNBC
tv
eye 46
favorite 0
quote 0
morgan stanley dn >>> as the mall declines, this home retailer found itself that's serious about service the stock has been rewarded has the company been restored? yesterday, we watched in awe as rh, the company behind restoration hardware saw stock soar more than 30% a lot of it was simply because restoration is making a killing here strong economys great for super high end furnishing em porium let's check in with gary friedman welcome back to "mad money." >> good to see you. >>et's go right to it. this one should not have sused people at the bottom, what did you do >> i started buying rh stock at $20 a share and bought it four times all the way up to $97 a share. and i think we were the seventh most shorted stock >> what did people miss? >> exactly what we told them okay, i mean, now, what we told them, things that we were doing haven't been done before we moved from a promotional model to a membership model. most people are shrinking the size of retail stores or closing them and we are building the biggest one anybody has ever built most arenating catalogs and we are mailing the bigge
morgan stanley dn >>> as the mall declines, this home retailer found itself that's serious about service the stock has been rewarded has the company been restored? yesterday, we watched in awe as rh, the company behind restoration hardware saw stock soar more than 30% a lot of it was simply because restoration is making a killing here strong economys great for super high end furnishing em porium let's check in with gary friedman welcome back to "mad money." >> good to...
75
75
Jun 4, 2018
06/18
by
CNBC
tv
eye 75
favorite 0
quote 0
morgan stanley >>> all right. welcome back and good morning. thank you for joining us stocks looking pretty good on this gloomy, rainy monday morning here in the new york city region. stock futures up 122 oil not on the move. crude oil just under 66 bucks per barrel you can see oil has been a big story. 65.72 right now. even though oil has not changed much today, it is still up nearly 50% in just a year. that is starting to hurt the biggest users, airlines. airlines also warning that higher interest rates and opolio other operating risks. the iata, which represents about 280 carriers, saying the industry is expecting to post a $33 billion profit this year which sounds good but that is 12% below their previous forecast >>> president trump returning to the white house after spending the weekend at camp david. cnbc's tracie potts is live in washington with more on what we can expect today and this week tracie >> reporter: hi, brian good morning, everyone a couple of things the president's lawyer, rutdy giuliani, says they have strict guidelines un
morgan stanley >>> all right. welcome back and good morning. thank you for joining us stocks looking pretty good on this gloomy, rainy monday morning here in the new york city region. stock futures up 122 oil not on the move. crude oil just under 66 bucks per barrel you can see oil has been a big story. 65.72 right now. even though oil has not changed much today, it is still up nearly 50% in just a year. that is starting to hurt the biggest users, airlines. airlines also warning that...
77
77
Jun 27, 2018
06/18
by
CNBC
tv
eye 77
favorite 0
quote 0
stanley and wells fargo has its on set of issues jpmorgan the best performer and down 2%. >> xlf has been down 12 days this would be 13 sectors lost nearly a half a trillion since the january high. you got a sort of expectations coming in on capital returns post c-car obviously, the curve flattest since august of '07. >> that's been the story right. that flattening yield curve and what it portends for the future. will the fed keep hiking interest rates and will the curve flattening to ultimately invert to indicate a recession that's one of the big questions for the market as far as a worse performing group than financials this year, look at consumer staples there are a lot of movers. general mills is a little bit higher it did report higher profits. >> and then the 1% number was sort of in line if not a little bit better. >> the convenience store results were a little bit stronger they helped offset the north american retail sales business it's still shrinking down 1% organic revenue growth for the year sales are expected to be flat. they're dealing with the blue buffalo pet food com
stanley and wells fargo has its on set of issues jpmorgan the best performer and down 2%. >> xlf has been down 12 days this would be 13 sectors lost nearly a half a trillion since the january high. you got a sort of expectations coming in on capital returns post c-car obviously, the curve flattest since august of '07. >> that's been the story right. that flattening yield curve and what it portends for the future. will the fed keep hiking interest rates and will the curve flattening...
69
69
Jun 28, 2018
06/18
by
FBC
tv
eye 69
favorite 0
quote 0
and then, you know, again, i think the morgan stanley, i'm sorry the morgan stanley, goldman sachs decisions are interesting. they were close to the border and the fed's results today reflected that. adam: danielle, you have been an outspoken critic of the federal reserve at times. i'm curious the grades or the rulings by the federal reserve that you see today. do you think the federal reserve gets it right or from an investing standpoint, does the federal reserve get it wrong and need to do other research on your own? >> well, i think investors should surely be doing research on their own. their own due diligence, there's a reason financials have been down 13 out of the last 14 trading days, some of it has to do with the fed's credit, they've been watching closely, that's credit card losses of the $558 billion of losses banks would sustain under a worst-case scenario, by the stress tests. 100 billion from credit card losses. so if you look at that relationship, they line up decently. i will line up to the goldman sachs matter for a minute and morgan stanley. i think they're really going to
and then, you know, again, i think the morgan stanley, i'm sorry the morgan stanley, goldman sachs decisions are interesting. they were close to the border and the fed's results today reflected that. adam: danielle, you have been an outspoken critic of the federal reserve at times. i'm curious the grades or the rulings by the federal reserve that you see today. do you think the federal reserve gets it right or from an investing standpoint, does the federal reserve get it wrong and need to do...
46
46
Jun 25, 2018
06/18
by
CNBC
tv
eye 46
favorite 0
quote 0
. >> you can look at morgan stanley, they lowered their number for these cruiselines when you cut guidance the stock gets more expensive in terms of valuation. but you say to yourself how much is priced in for example, royal caribbean which went from $60 when you did that interview a couple years ago with the ceo on "power lunch" to $138 now the stock is off 135%. the question becomes is it priced in? you're close to having it priced in. >> in the cruise line i like this space and it's underperformed because baears think it's a cyclical business but prices are up, not down. i would think you'll see this sector specifically rally near term with energy coming in >>> still ahead, this stock is up a whopping 140% this year but guy says today could be your best chance to buy it. he's tell up to the plate to explain. i'm melissa lee. here's what else is coming up. >> announcer: the banks are getting crushed and there's a key event that could lead to more selling we'll break it down, plus as stocks get hammered boyne is showing signs of life but a top investor and boyne bull says don't huddle too
. >> you can look at morgan stanley, they lowered their number for these cruiselines when you cut guidance the stock gets more expensive in terms of valuation. but you say to yourself how much is priced in for example, royal caribbean which went from $60 when you did that interview a couple years ago with the ceo on "power lunch" to $138 now the stock is off 135%. the question becomes is it priced in? you're close to having it priced in. >> in the cruise line i like this...
36
36
Jun 28, 2018
06/18
by
BLOOMBERG
tv
eye 36
favorite 0
quote 0
they conditionally passed the goldman sachs and morgan stanley cannot used payouts this year. but they are not alone. deutsche bank, the u.s. unit , we weree fed test talking about this and whether that would be the case. the fed doesn't object to the capital plans of 34 banks in the stress test and the fed ofecting to the capital plan deutsche bank. josh rosner. this is exactly what you were morganting, saying watch stanley and goldman sachs and of course deutsche bank. >> almost everybody, all the enemas -- all the analysts were expecting deutsche bank to fail. it would be shocking if they passed. in the results we got last week, their numbers on leverage came so close to the minimum, the mass didn't work. what's really interesting is they are still getting a little wereore down like people expecting. a lot of analysts looked at the numbers and said not only can they not increase, they have to decrease from last year. they're passing that actually allows them to stay at the level of the last two years. a little better than people were expecting. >> the thing that is importan
they conditionally passed the goldman sachs and morgan stanley cannot used payouts this year. but they are not alone. deutsche bank, the u.s. unit , we weree fed test talking about this and whether that would be the case. the fed doesn't object to the capital plans of 34 banks in the stress test and the fed ofecting to the capital plan deutsche bank. josh rosner. this is exactly what you were morganting, saying watch stanley and goldman sachs and of course deutsche bank. >> almost...
42
42
Jun 29, 2018
06/18
by
CNBC
tv
eye 42
favorite 0
quote 0
stanley saying they cannot increase capital distributions. state street was told to improve its counterparty risk management and 34 other lenders including j jpmorgan, citi group and bank of america had their capital plans approved joining us on the line to discuss is colin mclean. good morning to you. >> good morning. >> i wanted to pick up on deutsche bank specifically the fed has had issues with the deutsche bank's u.s. unit for years. how worried should the markets be about deutsche failing the test overnight >> i don't think the market is particularly concerned about this it was expected. these are tougher tests than the eu applies they are fixable the cost of this is in the millions of dollars rather than hundreds of millions it won't be a huge fix >> what do you think should be the number one strategic priority right now for mr. sewing he has a huge job on his plate the stock dramatically underperformed down about 45% year to date. what does he need to focus on? what's the number one thing he needs to focus on? >> i think he is not him
stanley saying they cannot increase capital distributions. state street was told to improve its counterparty risk management and 34 other lenders including j jpmorgan, citi group and bank of america had their capital plans approved joining us on the line to discuss is colin mclean. good morning to you. >> good morning. >> i wanted to pick up on deutsche bank specifically the fed has had issues with the deutsche bank's u.s. unit for years. how worried should the markets be about...
73
73
Jun 8, 2018
06/18
by
CNBC
tv
eye 73
favorite 0
quote 0
morgan stanley >>> good morning, president trump sounding off on trade. tweeting a warning to our trade partners ahead of today's g7 summit in canada we'll bring you a live report from quebec. which used to be, um, i mean, canada was all about hockey, right? what the heck happened >>> more privacy problems for facebook the company exposing a bug that may have fooled users into making private posts public. >>> and d.c., man, it's party time in washington the capitals defeated las vegas. they made a good run, you gotta admit, for gnaw team but winning the stanley cup. it's friday, june 8, 2018. "squawk box" starts right now. ♪ i'm invincible unbreakable ♪ >>> live from new york, where business never sleeps this is "squawk box. >> good morning, everybody welcome to squawk box. we're live from the nasdaq market site in times square. i'm becky quick along with joe and andrew let's look at the equity futures. you're going get a quick look and see that there are red arrows across the board. dow futures down by 119. the dow was up yesterday close to 100 point
morgan stanley >>> good morning, president trump sounding off on trade. tweeting a warning to our trade partners ahead of today's g7 summit in canada we'll bring you a live report from quebec. which used to be, um, i mean, canada was all about hockey, right? what the heck happened >>> more privacy problems for facebook the company exposing a bug that may have fooled users into making private posts public. >>> and d.c., man, it's party time in washington the capitals...
86
86
Jun 7, 2018
06/18
by
CNBC
tv
eye 86
favorite 0
quote 0
13 times after seacar bank of america has been terrific after seacar and goldman sachs, morgan stanley and it will be wells fargo because they're operating under different structures >> how about srt >> yesterday it was signet, and i know you like the new ceo today. it's five below. >> it's really terrific. i've got to tell you, five below is interesting because a lot of people thought it was a canada goose store. basically like it must be clothing and this is one of the most exciting stores i've ever been too are to and not just because it's from philadelphia and they always have the flavor of the month and it's a remarkable aisle by aisle treasure hunt and most important it's a regional and national story and you can put up five belows all over the country and what's amazing, it still managed to deliver and it's got great mvenlgment and all of the distribution capabilities and by the way, 5 below, we will see them in every state in the country. that's why you have both the short scrambling and and maybe this is the great next story that we have in the country. >> it's a retailer that
13 times after seacar bank of america has been terrific after seacar and goldman sachs, morgan stanley and it will be wells fargo because they're operating under different structures >> how about srt >> yesterday it was signet, and i know you like the new ceo today. it's five below. >> it's really terrific. i've got to tell you, five below is interesting because a lot of people thought it was a canada goose store. basically like it must be clothing and this is one of the most...
113
113
Jun 25, 2018
06/18
by
CNBC
tv
eye 113
favorite 0
quote 0
morgan stanley had been overweight for six years. >> that's a good call. >> a beautiful call. they go to equal weight on evaluation stock is, obviously, on a huge tear, as cramer were here he would talk about his selfie atmosphere always got to look good, no matter what. but the shares are down almost 4%. >> you know they also have a great business in china, too. >> yeah. >> very important for them in terms of growth market. >> and they source a lot the make up is not all made in this country it hits so many different industries. >> i know. we haven't started talking about nafta and where things stand in terms of those talks mexico and canada and tariffs there and what will happen if that falls apart i don't know, sara what will happen >> it's going to be bad. >> thank you. >> my question on this is where does -- what is the market thinking by all accounts the politics there doesn't appear to be much movement every time there's a set back or escalation with the u.s. and china on the trade front, the canadian dollar gets hit and the mexico peso gets hit because the prospects ar
morgan stanley had been overweight for six years. >> that's a good call. >> a beautiful call. they go to equal weight on evaluation stock is, obviously, on a huge tear, as cramer were here he would talk about his selfie atmosphere always got to look good, no matter what. but the shares are down almost 4%. >> you know they also have a great business in china, too. >> yeah. >> very important for them in terms of growth market. >> and they source a lot the make...
51
51
Jun 14, 2018
06/18
by
CNBC
tv
eye 51
favorite 0
quote 0
. >> reporter: morgan stanley? >> definitely. i would call them investment banks, but i certainly would call them attractive banks, whether investment or otherwise. >> and regional banks, smaller players? >> i don't see much need to get involved in those when you got all these great big ones >> the big ones have had -- they have trading now, and it's been a concern the last couple years, but maybe that's starting to look better. there's also people saying, because of the, again, this at&t ruling this week, there's going to be a ton of deals, and they'll benefit from being investment bankers is that part of it do you just think they are cheap enough that you like them anyway >> i love them without the money they make on the investments >> oh, he cracks me up we'll have more from the interview next hour including thoughts on the president and one tech name in particular he's betting on right now >> the point on the banks, as well, with fred yesterday, the investment banking revenues, of course, expected to pick up, and they are lic
. >> reporter: morgan stanley? >> definitely. i would call them investment banks, but i certainly would call them attractive banks, whether investment or otherwise. >> and regional banks, smaller players? >> i don't see much need to get involved in those when you got all these great big ones >> the big ones have had -- they have trading now, and it's been a concern the last couple years, but maybe that's starting to look better. there's also people saying, because...
82
82
Jun 22, 2018
06/18
by
CNBC
tv
eye 82
favorite 0
quote 0
now there's confusion about whether or not -- >> goldman and morgan stanley. >> yeah. they came in lower than expected has to do with a 3%.1%. >> goldman was up 60% two years ago. there was a big division yesterday was the preliminary. we see the results last week you tend to see huge buy backs i, for one, trust goldman. i rarely felt as idiotic and stupid as that than when i pay that $18 chicken i could have got one for $9. i think goldman is up because people don't understand goldman tries to figure out the right amount they don't want any excess capital. they don't have a buyback. that was why it was one of the worst performers i think goldman sachs next week is going to turn the jets on. >> you think the buy back? >> yes they need to resolve something with the fed, to a certain extent if they're deemed to have a 3.1% reserve capacity on the doomsday scenario, that's not enough. >> what did they put out independent reserve models we expect to discuss. >> i know. who is going to win that argument >> this is not the first time they have played it close. >> okay. >> wh
now there's confusion about whether or not -- >> goldman and morgan stanley. >> yeah. they came in lower than expected has to do with a 3%.1%. >> goldman was up 60% two years ago. there was a big division yesterday was the preliminary. we see the results last week you tend to see huge buy backs i, for one, trust goldman. i rarely felt as idiotic and stupid as that than when i pay that $18 chicken i could have got one for $9. i think goldman is up because people don't...
84
84
Jun 8, 2018
06/18
by
CNBC
tv
eye 84
favorite 0
quote 0
. >> doesn't morgan stanley have a note saying microsoft is working on gaming? >> they are talking about the trillion congratulations the 100 billion club $100 billion market cap. why don't we have a $100 billion market cap our show unit. >> be nice if we did >> how much -- >> i will take $100 market cap start there. >> you guys are the best. >> good weekend. >> thank you >> "mad money" is tonight 6:00 p.m. eastern time. when we come back, more on the g7's summit. we wait for the president arrival. do you is down 47. don't go away. at crowne plaza, we know business travel isn't just business. there's this. a bit of this. why not? your hotel should make it easy to do all the things you do. which is what we do. crowne plaza. we're all business, mostly. ♪ >>> good friday morning. welcome to ""squawk on the street." markets down marginally. 28 points on the dow g7 is the lead in focus as we wait for the president's arrival. full coverage coming your way all day. >> that's where our road map begins with the tough talk from g7 leaders as the summit kicks off. presid
. >> doesn't morgan stanley have a note saying microsoft is working on gaming? >> they are talking about the trillion congratulations the 100 billion club $100 billion market cap. why don't we have a $100 billion market cap our show unit. >> be nice if we did >> how much -- >> i will take $100 market cap start there. >> you guys are the best. >> good weekend. >> thank you >> "mad money" is tonight 6:00 p.m. eastern time. when we...
59
59
Jun 11, 2018
06/18
by
CNBC
tv
eye 59
favorite 0
quote 0
morgan stanley >>> 19 minutes after the hour. you're looking live at 5:19 in singapore. we're awaiting the arrival of secretary of state mike pompeo to talk to reporters from all around the globe about what's expected to be an incredible -- it will be an historic meeting setting the stage for what would happen here. the president tried to do that with his tweet he tweeted i'm on my way to singapore where we have a chance to achieve a truly wonderful result for north korea and the world. i know kim jong-un will work hard to do something that's never been done before, peace and pros teperity for his land. i know that this one-time opportunity will note wasted. >> the president does emphasize the possible wealth benefits of some kind of benefit we'll see if that gets any traction. >>> let's get a check of the markets. the u.s. stock futures were mildly to the up side for most of the morning carrying through the strength of last week. re minimum moves the s&p 500 up just 1% at this hour nasdaq looking to be slightly weaker the w almost 40 points to the up side. treasuries, a
morgan stanley >>> 19 minutes after the hour. you're looking live at 5:19 in singapore. we're awaiting the arrival of secretary of state mike pompeo to talk to reporters from all around the globe about what's expected to be an incredible -- it will be an historic meeting setting the stage for what would happen here. the president tried to do that with his tweet he tweeted i'm on my way to singapore where we have a chance to achieve a truly wonderful result for north korea and the...
96
96
Jun 28, 2018
06/18
by
CNBC
tv
eye 96
favorite 0
quote 0
analysts tell me 3,000 new hotel rooms here creates a lot of competition and, in fact, morgan stanley is predicting 20% c cannibalization. and they mention specifically competition in atlantic city there, guys. >> what a story. i'm not convincedcontessa can hear a word i'm saying. >> i can. >> i'm impressed she's -- what a live shot. she can do anything from anywhere we'll watch that closely, the impact on jersey and the northeast. >> absolutely. in 2014, this time 2014 that i was out there myself, reporting on four different casinos closing in that marketplace. this is really quite a turn around to see two opening on the same day. >> amazing half past the hour let's get to seema mody. >> with today's loss, germany, spain and italy have fallen into correction territory they're down 10% from their respective highs the eu two-day summit kicks off and brussels and migrattion, specifically people trying to cross the mediterranean sea from africa, a heated debate inside the eu the hope is that at the summit, leaders will be able to carve out a migration strategy >>> also, president trump a
analysts tell me 3,000 new hotel rooms here creates a lot of competition and, in fact, morgan stanley is predicting 20% c cannibalization. and they mention specifically competition in atlantic city there, guys. >> what a story. i'm not convincedcontessa can hear a word i'm saying. >> i can. >> i'm impressed she's -- what a live shot. she can do anything from anywhere we'll watch that closely, the impact on jersey and the northeast. >> absolutely. in 2014, this time 2014...
63
63
Jun 22, 2018
06/18
by
CNBC
tv
eye 63
favorite 0
quote 0
morgan stanley and goldman sachs fairly low relative to the other big six, but still above the level needed for next week's tests. next week, we will get an outright pass or fail and learn of the capital return plans of each of the banks. wilfred frost, cnbc business news. >>> deutsche bank passed the stress test as well. the german lender whose u.s. business has been under regulatory scrutiny met all of those minimum capital requirements separately they have been downgraded to negative from stable the ratings agency fitch cited substantial execution risks around that complex restructuring plan. >>> airbus warned that a no-deal brexit would threaten the company's presence in the united kingdom. they manufacturer wings in the uk, but they warned that a cliff edge exit from the eu would cause "severe disruption and interruption to those operations." airbus also criticized the uk government's plan brexit transition period as being too short. the company said it would stop the firm from growing its supply base inside the uk the uk treasury is not the enemy of brexit but it wants to see e
morgan stanley and goldman sachs fairly low relative to the other big six, but still above the level needed for next week's tests. next week, we will get an outright pass or fail and learn of the capital return plans of each of the banks. wilfred frost, cnbc business news. >>> deutsche bank passed the stress test as well. the german lender whose u.s. business has been under regulatory scrutiny met all of those minimum capital requirements separately they have been downgraded to...
80
80
Jun 20, 2018
06/18
by
CNBC
tv
eye 80
favorite 0
quote 0
morgan stanley. >>> we are just getting fresh comments from iran's opec governor brian sullivan has that. what do we know now about iran's stance on opec and this meeting. >> that's the reason we're here. some of these governors and ministers are walking by and walking straight through iranian opec governor -- we couldn't go on the record with the numbers comments he wanted to say, but he did say iran stands by the current deal we have some people here live as well some of the ministers. that's the deputy foreign minister for the country of russia he stands by the current dole. that's something that iran has been saying all along. here's the thing when i asked him what would it take to get a new deal done, in other words, cut back on their current production cuts, ie raise production, he said somebody, meaning saudi arabia, would have to walk away from the deal like trump walked away from the nuclear deal in other words, a few moments ago to us he said that in order for something to be changed, he compared the opec deal to the iran nuclear deal, effectively saying our president, presiden
morgan stanley. >>> we are just getting fresh comments from iran's opec governor brian sullivan has that. what do we know now about iran's stance on opec and this meeting. >> that's the reason we're here. some of these governors and ministers are walking by and walking straight through iranian opec governor -- we couldn't go on the record with the numbers comments he wanted to say, but he did say iran stands by the current deal we have some people here live as well some of the...